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Quick Start Guide - Add Customers
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| To keep track of your sales, and to be able to generate invoices, start by adding your
customers into the system. Customers are the companies, organizations, and people you sell your products and services
to. To do this, select 'Customers', then 'Add Customer' in the accounting menu. The Add Customer screen will appear
as follows: |
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In the above screen image we have entered typical Customer Information. It is not neccessary for you to enter all
the information, and you can go back and adjust it later. However, a unique Customer Number and Company Name is
required. The Customer Number can be of any form you find convienient, but generally you will access the Customer
information using the Company Name, so you will not have to remember or use the Customer Number. The Billing and
Shipping Address information will be used on other forms, such as invoices, quotes, or shipping documents,
so you may want to fill those in.
Be sure to Click 'Save' at the bottom of the screen to save the Customer information. |
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